IQSU - ETF AI Analysis
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IQ Candriam ESG US Equity ETF (IQSU)
IQSU, the IQ Candriam ESG US Equity ETF, has a solid overall rating driven mainly by large positions in high-quality tech leaders like Alphabet (GOOGL/GOOG), Microsoft, and Apple, all of which show strong financial performance, growth in AI and cloud, and generally supportive technical trends. The fund’s rating is held back somewhat by holdings such as Amazon, Visa, and Mastercard, where weaker technical momentum, premium valuations, or cash flow and valuation concerns introduce more risk. The main risk factor is the ETF’s heavy concentration in a handful of large U.S. technology and growth-oriented names, which can increase volatility if that sector or style falls out of favor.
IQSU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 341.48M
- Region
- North America
- Expense Ratio
- 0.09%
- Beta
- 1.02
- Issuer
- NYLIM
- Inception Date
- Dec 17, 2019
- Dividend Yield
- 0.92%
- Asset Class
- Equity
- Index Tracked
- IQ Candriam ESG US Equity Index
IQSU Summary
IQ Candriam ESG US Equity ETF (IQSU) is a fund that follows the IQ Candriam ESG US Equity Index, focusing on large U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many well-known names like Apple, Microsoft, Amazon, and Alphabet, giving investors broad exposure to the U.S. stock market while aiming to support more responsible business practices. Someone might invest in IQSU for long-term growth and diversification across many sectors. A key risk is that it can rise or fall with the overall stock market, especially U.S. large-cap and tech-related shares.
How much will it cost me?
IQSU has an expense ratio of 0.09%, which means you’ll pay about $0.90 per year for every $1,000 invested. This cost is lower than the average ETF because it’s a passively managed fund that tracks an index, even though it focuses on ESG (sustainable investing).
What would affect this ETF?
IQSU is heavily invested in large U.S. technology and consumer companies like Apple, Microsoft, Alphabet, and Amazon, so strong innovation, digital growth, and rising consumer spending could boost its performance, especially as interest rates stabilize or fall and ESG investing gains more support. On the downside, higher interest rates, a slowdown in big tech or U.S. economic growth, tighter regulations on large tech or financial firms, or waning investor enthusiasm for ESG strategies could weigh on the ETF’s future returns.
IQSU Top 10 Holdings
IQSU is leaning heavily on Big Tech and chipmakers, with Apple and Microsoft acting as the fund’s main engines—Apple is rising steadily, while Microsoft’s recent moves have been more mixed but still supportive. Alphabet and Amazon are more of a tug-of-war, with their short-term performance lagging and occasionally putting a brake on returns. The real excitement comes from semiconductor names like AMD, Micron, and Intel, which have been powering ahead and giving the fund a strong growth tilt. With all holdings U.S.-based, this is a domestically focused, tech-centric ESG play.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 10.92% | $37.11M | $5.07T | 33.96% | 79Outperform |
 MSFT | Microsoft | 5.58% | $18.97M | $3.90T | 0.76% | 79Outperform |
 GOOGL | Alphabet Class A | 4.96% | $16.85M | $3.90T | 26.53% | 85Outperform |
 AMZN | Amazon | 4.83% | $16.43M | $2.68T | 12.17% | 71Outperform |
 GOOG | Alphabet Class C | 4.27% | $14.52M | $3.90T | 25.05% | 82Outperform |
 TSLA | Tesla | 3.43% | $11.66M | $1.47T | -17.10% | 73Outperform |
 MU | Micron | 2.82% | $9.59M | $992.88B | 324.53% | 79Outperform |
 AMD | Advanced Micro Devices | 2.57% | $8.73M | $843.65B | 119.92% | 73Outperform |
 V | Visa | 1.93% | $6.56M | $761.61B | 17.91% | 70Outperform |
 MA | Mastercard | 1.40% | $4.75M | $546.28B | 8.68% | 75Outperform |
IQSU Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSU, the sentiment is Neutral. The current price of 62.10 is below the 20-day moving average (MA) of 63.06, below the 50-day MA of 62.73, and above the 200-day MA of 58.70, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 42.51 is Neutral, neither overbought nor oversold. The STOCH value of 20.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IQSU.
IQSU Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IQSU | $62.10 | $70.00(12.72% Upside) | $341.48M | 0.09% | 75Outperform |
 CVLC | $93.73 | $116.05(23.81% Upside) | $994.42M | 0.15% | 73Outperform |
 INFO | $27.91 | $34.01(21.85% Upside) | $946.38M | 0.35% | 74Outperform |
 XVV | $57.98 | $71.06(22.56% Upside) | $890.25M | 0.08% | 74Outperform |
 PTL | $267.80 | $344.06(28.48% Upside) | $872.88M | 0.09% | 70Neutral |
 NBCR | $33.99 | $41.87(23.19% Upside) | $844.51M | 0.29% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IQSU | IQ Candriam ESG US Equity ETF | 62.10 | 7.69 | 14.12% | |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 93.73 | 10.17 | 12.17% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.91 | 3.48 | 14.23% | |
| XVV | iShares ESG Screened S&P 500 ETF | 57.98 | 5.59 | 10.67% | |
| PTL | Inspire 500 ETF | 267.80 | 15.61 | 6.19% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.99 | 2.51 | 7.96% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.